111 Capital Acquires New Position in Datadog, Inc. $DDOG

111 Capital purchased a new position in shares of Datadog, Inc. (NASDAQ:DDOG) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 8,489 shares of the company’s stock, valued at approximately $1,154,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Rothschild Investment LLC lifted its stake in shares of Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares during the period. Westside Investment Management Inc. lifted its stake in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares during the period. JPL Wealth Management LLC purchased a new position in shares of Datadog in the 3rd quarter valued at approximately $27,000. CoreCap Advisors LLC lifted its stake in shares of Datadog by 1,461.5% in the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after purchasing an additional 190 shares during the period. Finally, Flagship Harbor Advisors LLC purchased a new position in shares of Datadog in the 4th quarter valued at approximately $31,000. 78.29% of the stock is currently owned by institutional investors.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings and outlook remain solid, with Q1 revenue rising 32.1% year over year, EPS beating estimates, and management guiding for continued growth. Analyst coverage is still broadly constructive, and several firms have recently raised price targets.
• Positive Sentiment: Recent commentary has framed Datadog as a beneficiary of renewed interest in AI-related software, which may be helping support longer-term investor sentiment. Software sector rebound report
• Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but the headline does not indicate a major new catalyst. Bank of America conference transcript
• Negative Sentiment: Multiple Datadog insiders sold shares in recent filings, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella. Most sales were tied to 10b5-1 plans or tax withholding on equity vesting, but the broad cluster of insider selling can still weigh on sentiment. SEC insider filing
• Negative Sentiment: A separate report said insiders sold about $90 million of Datadog shares over the past year, reinforcing concerns that management may see limited near-term upside after the stock’s strong run. Datadog insiders sold US$90m of shares suggesting hesitancy

Analyst Upgrades and Downgrades

DDOG has been the subject of a number of research analyst reports. The Goldman Sachs Group raised their target price on Datadog from $121.00 to $139.00 and gave the company a “sell” rating in a research note on Tuesday, May 12th. Sanford C. Bernstein raised their target price on Datadog from $167.00 to $180.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Jefferies Financial Group set a $210.00 target price on Datadog and gave the company a “buy” rating in a research note on Thursday, May 7th. Daiwa Securities Group raised their target price on Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Finally, CICC Research lifted their price objective on Datadog from $150.00 to $204.00 in a research note on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $219.69.

Datadog Stock Performance

Shares of DDOG opened at $234.11 on Friday. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70. The firm has a market capitalization of $83.33 billion, a P/E ratio of 616.10, a PEG ratio of 26.08 and a beta of 1.56. The business has a fifty day moving average of $167.10 and a 200 day moving average of $145.28.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $960.12 million. During the same quarter in the previous year, the company posted $0.46 earnings per share. Datadog’s revenue for the quarter was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, sell-side analysts anticipate that Datadog, Inc. will post 0.61 EPS for the current year.

Insider Buying and Selling

In other Datadog news, CRO Sean Michael Walters sold 13,409 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $267.15, for a total transaction of $3,582,214.35. Following the sale, the executive directly owned 270,296 shares in the company, valued at $72,209,576.40. This represents a 4.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Dev Ittycheria sold 120,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $248.78, for a total value of $29,853,600.00. Following the sale, the director owned 39,235 shares in the company, valued at approximately $9,760,883.30. This trade represents a 75.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,161,526 shares of company stock valued at $216,578,007 in the last ninety days. Company insiders own 6.48% of the company’s stock.

About Datadog

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.